Michael
Krueger
Adaptive Financial Consulting, LLC
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About this Advisor
Michael Krueger is a financial advisor based in Beachwood, Ohio with 4 years of industry experience. Krueger is on the advisory team at Adaptive Financial Consulting, LLC. During their career, the advisor has held roles at H D Vest Investment Services, H D Vest Advisory Services, Michael C Krueger, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Cetera Advisor Networks, Mayfield Wealth Management, Strategic Lifestyle Advisors Inc, Nationwide Financial, Nsllc, Michael Krueger Insurance Agency LLC, Stratos Wealth Advisors, Adaptive Financial Consulting, LLC, Stratos Wealth Partners, Michael Krueger, Nationwide Securities and Strategic Lifestyle Advisors. Krueger maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Ohio and Texas. Adaptive Financial Consulting, LLC is a registered investment company based out of Beachwood, OH. The firm has offices in three locations and a total of eight financial advisors. It oversees $337 million in total assets between its 458 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 458 accounts, 29% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees usually depend on which services the firm provides the client. Fees billed by Adaptive Financial Consulting, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adaptive Financial Consulting, LLC Brokerage Details
$336,898,466
8
458
$735,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Michael Krueger Work History
Michael has been registered as a financial advisor for 4 years.*
Adaptive Financial Consulting, LLC
Nationwide Financial
Michael Krueger Insurance Agency LLC
Michael C Krueger
Nsllc
Stratos Wealth Advisors
Stratos Wealth Partners
Nationwide Securities
Strategic Lifestyle Advisors Inc
Cetera Advisor Networks
Michael Krueger
Strategic Lifestyle Advisors
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
H D Vest Advisory Services
H D Vest Investment Services
Mayfield Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Krueger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adaptive Financial Consulting, LLC
Beachwood, OH
Beachwood, OH
San Diego, CA
Beachwood, OH
Beachwood, OH
Mount Pleasant, SC
Beachwood, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
